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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Annamalai Rajendran (CRD# 2458038) is an Investment Advisor Representative working at Family Cfo Inc. in Los Altos, CA and has 1 year of experience in the finance industry. Annamalai Rajendran has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jonathan Riley (CRD# 2947957) is an Investment Advisor Representative working at Riley Friedman Asset Management in Los Altos, CA and has 1 year of experience in the finance industry.
Michael Santangelo (CRD# 6198088) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Los Altos, CA and has over 10 years of experience in the finance industry.
Erik Schei (CRD# 4886564) is an Investment Advisor Representative working at Gates Pass Advisors, LLC in Los Altos, CA and has over 18 years of experience in the finance industry.
Marshall Serwitz (CRD# 1987263) is an Investment Advisor Representative working at Cerity Partners LLC in Los Altos, CA and has over 33 years of experience in the finance industry.
Donghyup Shin (CRD# 4744153) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Los Altos, CA and has over 9 years of experience in the finance industry.
Howard Smith (CRD# 2097495) is an Investment Advisor Representative working at Changing Parameters, LLC in Los Altos, CA and has over 32 years of experience in the finance industry.
Robert Sullivan (CRD# 855582) is an Investment Advisor Representative working at Cerity Partners LLC in Los Altos, CA and has over 41 years of experience in the finance industry. Robert Sullivan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Aaron Suzar (CRD# 5261120) is an Investment Advisor Representative working at Suzar Wealth Management, LLC in Los Altos, CA and has over 16 years of experience in the finance industry.
Kanaka Szabo-Cummings (CRD# 2354565) is an Investment Advisor Representative working at Gates Pass Advisors, LLC in Los Altos, CA and has over 30 years of experience in the finance industry. Kanaka Szabo-Cummings has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.